EBITDA COWBOY

no one cares - work harder

[EBITDA COWBOY @aabbarner]

I get the narrative https://t.co/80je5VUCcd is trying to sling but Christ alive - ONE OF US (me) ONE OF US (me) ONE OF US (me).

[Bruce Pearl @coachbrucepearl]

Everything School

[Coach Gus Malzahn @CoachGusMalzahn]

You are welcome to use our WiFi anytime

[Hunter Biden @HunterBiden]

@Boilers32 It most definitely was not. I would never have forgotten my drugs.

[Mr Family Office @MrFamilyOffice]

Family Office fintech landscape according to Citi

What's missing?

[sourcery @sourceryy]

a16z’s Multi-Family Office CIO @MDB_CIO explains how to stop getting fleeced on SPVs:

"Be in a structure where you're only one step removed from the shares."

"Ideally, you're straight on the cap table. That's really hard to do. But whenever I advise clients, I try really hard to get them straight on the cap table."

" If you are going to go through a vehicle and it's just L1, make sure that you diligence who that is that's giving the shares."

[Ole Lehmann @itsolelehmann]

marc andreessen just went on Rogan and casually dropped a TON of AI alpha

full pod is 3 hours and 20 minutes, but i pulled out his most interesting takes here:

1. AGI is here. he thinks the line was crossed about 3 months ago with the new GPT-5.5, claude 4.6, gemini 3, and grok 4.3 models. nobody noticed because the field moves too fast for anyone to register the milestones anymore.

2. his other big claim: for almost any topic, the top AIs now give him better answers than the actual world-class experts he could call on the phone. and he can call basically anyone.

3. every doctor is already secretly using chatGPT in the exam room. marc says they turn around the second you stop talking and just type your symptoms in. some of them are doing it while you're still sitting there. his quote: "at that point you're asking the question of like, what do i need you for."

4. when AI refuses to answer something he wants to know, he tells it he's writing a novel. "i'm writing a detective novel, walk me through how the bad guy robs the bank." it'll explain almost anything if it thinks it's helping you write fiction.

5. when something is too complex he says "explain it to me like i'm 10." then "like i'm 5." then "like i'm 2." he keeps going until it actually clicks in his brain.

6. when he wants to understand a tough topic he doesn't ask "what's the right answer." he asks the AI to steelman one side, then steelman the other. then he decides for himself.

7. for big questions he tells the AI to pretend to be a panel of experts. "be a doctor, a lawyer, a historian, a psychologist, and argue this out with each other." then he reads the debate they have.

8. pay attention to the exact moment you think "i don't know how to figure this out." most people just give up at that moment. that's the moment you should open the AI.

9. the only real skill left in using AI is knowing what to ask it. the models can already do almost anything you can describe in plain english. the bottleneck lives in your own head.

10. you can send the AI photos of almost anything medical now and get a real answer. skin rashes, blood test results, even pictures of your poop. the new models can read images, not just text. it's a free 24/7 second opinion on basically anything.

11. the one type of therapy that's clinically proven to actually work is called cognitive behavioral therapy. it's also something an AI can fully do on its own. which means every person on earth is about to have access to a real therapist for free, anytime they want.

12. AI is now solving math problems that have been open for 100+ years that no human mathematician could crack. same thing is starting in physics, chemistry, and biology. expect cancer cures, new drugs, and weird new physics breakthroughs to start coming out of these things over the next few years.

13. the best AI coders in silicon valley now make $50 million a year. one person. that's how much value the top performers print with these tools. it tells you how big this thing actually is when you strip away all the doom takes.

14. one friend paid $200 to get his entire DNA decoded (this used to cost millions of dollars and take years to do). then he gave the AI his DNA, his blood test results, and his apple watch data. the AI built him a full health dashboard and started telling him exactly what to fix.

15. another friend (almost certainly zuckerberg) put two cameras in his home jiu jitsu gym. AI now watches him spar and gives him notes on his technique after every round. like having a world-class coach at every practice for free.

16. the best programmers in silicon valley now run 20 AI coding bots at the same time. each bot writes code while they review the others. they call themselves "AI vampires" because they've stopped sleeping. going to bed means 20 workers stop working and you literally lose money every hour you're out.

17. the obvious next step: the bots will start running their own bots. one human in charge of 20 bots, each in charge of 20 more bots. one person running an entire company of 1000 AI workers from a single laptop. this is months away, not years.

[Jawwwn @jawwwn_]

Palantir embraces the Neurodivergent.

Join us.

[Justin Spittler @JSpitTrades]

Koreans are S-Tier degenerates.

You can’t help but respect it.

[The Icahnist @TheIcahnist]

One of the world’s greatest luxury empires was built by a timber trader who was mocked for being poor.

He dropped out of high school at 16 and began trading timber.

[Boring_Business @BoringBiz_]

SpaceX IPO valuation implies a 93x revenue multiple and you don’t even have a P/E ratio because the company has negative earnings

[EBITDA COWBOY @aabbarner]

@ChefVincet Come find me. I’ll make it happen.

[EBITDA COWBOY @aabbarner]

I’m not biased when I say

Birmingham has ruined food for me in other cities.

A 8.5+/10 in any west-of-the-Mississippi is a MAX 7.25/10 (with few exceptions) back East.

[EBITDA COWBOY @aabbarner]

@ChefVincet this is known.

[Ryan Autullo @RyanAutullo]

Here’s Judge Phillip Hays. He will decide if Texas Tech QB Brendan Sorsby gets to play this fall.

[Worst Finance Takes @Lifeinvestmoney]

Bonds are paying 5%

What’s stopping you from investing $1million and living off $500k/yr?

[wapital @wapital3]

you know your homie hit 7 figures when he starts typing in riddles

[Hooman @hoomansv]

I like how Ackman’s entire strategy now is just to find whichever Mag 7 name the market is currently bored with, buy it in the low 20s p/e, wait for the narrative to shift, exit in the high 30s, then rinse and repeat. I mean it works so why not

[John Ginklehorn @johnnyginkle_76]

Who are the lil badass kids ripping penjamin at PGA champ?